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Philip James Wealth Mangement’s Kraft Heinz KHC Stock Holding History

Philip James Wealth Mangement’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.85M Buy
374,700
+205,545
+122% +$4.74M 1% 21
2026
Q1 		$3.8M Buy
169,155
+24,516
+17% +$577K 0.44% 47
2025
Q4 		$3.51M Sell
144,639
-75,508
-34% -$1.88M 0.41% 52
2025
Q3 		$5.73M Buy
220,147
+7,418
+3% +$202K 0.67% 37
2025
Q2 		$5.49M Buy
212,729
+26,158
+14% +$726K 0.7% 37
2025
Q1 		$5.68M Buy
186,571
+7,748
+4% +$232K 0.69% 34
2024
Q4 		$5.49M Buy
178,823
+2,835
+2% +$92.9K 0.71% 31
2024
Q3 		$6.18M Buy
+175,988
New +$6.06M 0.76% 30

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Philip James Wealth Mangement's KHC Position: Q2 2026 in Review

Philip James Wealth Mangement increased its Kraft Heinz (KHC) stake by 122% in Q2 2026, buying an estimated $4.74M and bringing the position to 374,700 shares worth $8.85M. The position accounts for 1% of the portfolio, ranked #21.

Philip James Wealth Mangement first reported a position in KHC in Q3 2024 and has held it in 8 quarters since. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Philip James Wealth Mangement held 374,700 shares of Kraft Heinz worth $8.85M as of Q2 2026.
  • Philip James Wealth Mangement bought 205,545 Kraft Heinz shares in Q2 2026, an estimated $4.74M.
  • Kraft Heinz made up 1% of Philip James Wealth Mangement's portfolio in Q2 2026, its #21 holding.
  • Philip James Wealth Mangement first reported a position in Kraft Heinz in Q3 2024 and has held it in 8 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.